Founder & Certified Public Accountant (CPA)
Rich has been advising individuals and businesses as a CPA for 30+ years to achieve their business and financial goals.  Following four years of service in the US Air Force, Rich graduated with a Bachelor of Science degree in Accounting from York College of Pennsylvania. Rich went on to gather extensive tax, accounting and management consulting experience in advising individuals and businesses as a manager with a regional public accounting firm in York, Pennsylvania.

Later as an entrepreneur and in executive leadership positions, his experience expanded to encompass numerous aspects of growing small to medium sized businesses.  His areas of expertise include finance, tax, accounting, real estate, self-directed retirement investing, business law, personal financial planning, wealth accumulation planning and management, and strategic planning.

When Rich is outside the office he enjoys traveling, weekend getaways, wine country excursions with friends and family, including his fantastic wife Leslie. He has three wonderful children, and lives in central Phoenix, Prescott and Cornville.

LICENSING:
Licensed by the Arizona State Board of Accountancy as a Certified Public Accountant (CPA) 

Licensed by the Arizona Corporation Commission - Securities Division and Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA), GuidePoint Private Wealth Management

MEMBER:
AICPA American Institute of Certified Public Accountants
ASCPA Arizona Society of Certified Public Accountants

For Wealth Advisory services, see information about Rich here >>>.
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